State of the Screens

Big news: Discovery released details on their upcoming DTC streaming service. Key details for Discovery+: 1) Launching on 01/14/2021 in 25 countries 2) 55K episodes from 2.5K shows 3) 50 new original series Discovery+ channels include: 1) Animal Planet 2) Discovery Channel…

  Big news: All Warner Bros movies in 2021 will be available on HBO Max the same day as theaters. Flashback: Mulan vs. Tenet. Home Rental vs. Box Office. And The Winner Is?…

YouTube advertising revenue (YoY growth): 1) 2019-Q3 - $3.8B 2) 2020-Q3 - $5.0B (↑ 32%) YouTube TV subscribers (YoY growth): 1) 2017-Q3 - 200K 2) 2018-Q3 - 600K (↑ 200%) 3) 2019-Q3 - 1.6M (↑ 167%) 4) 2020-Q3 - 3.0M (↑ 88%) YouTube connected TV ad revenue (US…

Spotify paid subscribers (YoY growth): 1) 2017-Q3 - 62M 2) 2018-Q3 - 87M (↑ 40%) 3) 2019-Q3 - 113M (↑ 30%) 4) 2020-Q3 - 144M (↑ 27%) Spotify ad-supported users (YoY growth): 1) 2017-Q3 - 91M 2) 2018-Q3 - 109M (↑ 20%) 3) 2019-Q3 - 141M (↑ 29%) 4) 2020-Q3…

Big News #1: Microsoft and Sony released their next-generation video game consoles in time for the holiday season for the lucky few who can find one. Projected first-year sales according to Omdia: 1) Sony…

QoQ change in pay-TV subscribers: 1) Traditional pay-TV - ↓ 1.1M 2) Streaming pay-TV - ↑ 1.6M 3) Total pay-TV - ↑ 485K Traditional pay-TV subscriptions (YoY growth): 1) 2018-Q3 - 86.1M 2) 2019-Q3 - 81.0M (↓ 6%) 3) 2020-Q3 - 74.9M (↓ 8%) Streaming…

Big news #1: Wonder Woman 1984 will appear simultaneously in theatres and HBO MAX on Christmas Day. Why this matters: The original Wonder Woman grossed $820M, and the sequel was expected to top $1B. This will be included with HBO…

We asked our ScreenBytes Executive Interview guests for the #1 book they would want their team to read right now. Their recommendations make for a compelling and wide-ranging holiday reading…

Big news: Disney+ continues to exceed expectations as other business lines are negatively impacted by the pandemic. Disney+ subscribers (QoQ growth): 1) 2019-Q4 - 28.6M 2) 2020-Q1 - 54.5M (↑ 91%) 3) 2020-Q2 - 60.5M (↑ 11%) 4) 2020-Q3 - 73.7M (↑ 22%) Disney streaming…

Big news: Nielsen will start measuring addressable TV ads and combining them into a single measurement with linear. Nielsen addressable partners include: 1) DirecTV 2) Dish 3) Vizio Why this matters #1: Addressable TV advertising has been…